Logan Robert Johnson
Investment adviser representative at Osaic Wealth, Inc.
13 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
Are you Logan Robert Johnson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Osaic Wealth, Inc.Feb 2025 to now
- Waypoint Financial Solution, Inc.Sep 2024 to now
- University of Wisconsin - MadisonSep 2021 to Dec 2024
- Waupaca FoundryMar 2021 to Aug 2023
- StrongwoodMar 2020 to Aug 2020
- Waupaca High SchoolSep 2017 to May 2021
- Waupaca Middle SchoolSep 2013 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (WI).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7990800
- Firm CRD
- 23131